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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,478 | $157,296-40.6% | $141,191-33.8% | $152,897-38.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 23.61% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,536 | $5,262-70.8% | $4,736-67.6% | $4,764-67.8% |
| Participant deferral / active EE | $6,727 | $7,111-5.4% | $6,710+0.3% | $5,851+15.0% |
| Admin fee / account holder | $7 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |